Yaaa News
Tech / Business / Security — the few worth reading each day
Aliyun caps free authoritative DNS at 100K queries per domain per day from June 24
Aliyun's free authoritative DNS adds a 100K daily query cap per domain from June 24, with over-limit throttling and packet loss — the third tightening since 2024.
Anthropic Glasswing month 1 — Claude Mythos found 10,000+ critical bugs, 530 disclosed, 75 fixed
Anthropic Glasswing month 1: Claude Mythos and ~50 partners found 10,000+ high/critical bugs; 530 disclosed, 75 fixed.
Musk and Zuckerberg killed Trump's AI EO — even «voluntary review» was too much
Hours before signing, Trump shelved a voluntary 90-day federal AI safety review EO after Musk, Zuckerberg, and David Sacks called him directly.
Tesla FSD launches in China as Level 2 — Xpeng Mpilot already holds 60.1% of NOA
Tesla launches FSD Supervised in China as Level 2; Xpeng Mpilot already holds 60.1% of China's NOA smart-driving market.
AI cybersecurity arms race — Anthropic Mythos vs OpenAI Daybreak
Within six weeks Anthropic's Claude Mythos and OpenAI's Daybreak both entered enterprise cybersecurity; Mozilla used Mythos to patch 271 Firefox bugs.
Huang on CNBC: we have exited the China AI chip market
Jensen Huang on CNBC: «Huawei is very, very strong»; NVIDIA's Q2 guidance excludes any China revenue, once 20% of data center sales.
Anthropic in talks to rent Microsoft Maia chips, pays SpaceX $1.25B a month for compute
Anthropic's Q1 compute demand grew 80x annualized against a 10x plan; now in talks to rent Microsoft Maia chips while paying SpaceX $1.25B a month.
AMD commits $10B+ to Taiwan — Helios AI servers ship H2 2026
AMD commits $10B+ to Taiwan on May 21 — ASE and SPIL on advanced packaging, Helios rack-scale AI platform shipping H2 2026.
Saudi pivots — The Line slows, HUMAIN commits $40B to AI datacenters
PIF confirms The Line slows; new 2026–2030 strategy reroutes Saudi capital to AI infrastructure, with HUMAIN committing $40B.
Anthropic pushes into Europe — Milan office opens, international headcount to triple
Anthropic opens a Milan office after Paris and Munich; EMEA revenue grew 9x+ annualized and international headcount is set to triple again.
US bets $2B on quantum — IBM gets half, government takes equity
US Commerce Dept signed letters of intent with 9 quantum firms for $2.01B under CHIPS Act. IBM alone gets ~$1B; Washington takes minority equity in return.
Meta cuts 8,000 — record revenue same quarter, $145B for AI
Meta laid off ~8,000 on May 20 and cancelled 6,000 open roles (14,000 total); same quarter revenue hit a record $56.3B, 2026 AI capex set at $125–145B.
Tencent Music closes Ximalaya buyout — SAMR orders it to surrender exclusive audio rights
Tencent Music closed its ¥18.6B Ximalaya acquisition on May 18; SAMR attached five conditions, the core one forcing it to drop all exclusive audio rights.
SpaceX S-1 published — Musk himself listed as a risk factor
SpaceX's 330-page S-1 lists Musk himself as an investment risk factor; xAI is mentioned 356 times, Tesla 87.
NVIDIA Q1 — $81.6B revenue, +85% YoY, $80B buyback announced
NVIDIA's FY27 Q1: $81.6B revenue (+85% YoY), data center $75.2B (+92%), $58.3B net income. Board authorizes $80B buyback. Quarterly dividend up 25× to $0.25.